Create a Category
How to Create a Category
How to Create a Category
1
Create Category
On the Dashboard click Menu > Categories > Create Category
2
Complete the following fields and click Save
Enable on Point of Sale: If yes, the category will be displayed on the POS.Enable on Mobile: If yes, the category will be available for order on the Order App and Order Website .Enable on Kiosk: If yes, the category will be available for order when the POS is in kiosk mode.Enable on Third Party: If yes, the category will be available for order on third party order websites, such as DoorDash.Auto Complete Products: If set to yes, products in the category will automatically be marked as complete and will not appear on the ticket screen.
Manage Categories
Add and remove products, tax rates, and discounts from a category. Additionally, add a schedule to a category.Manage Category Products
Manage Category Products
On the Web Dashboard click Menu > Categories > View category
- To add an existing product to a category, click Add Product > select an existing product from the dropdown > Add
- To add a new product to a category, click Create Product. Learn more about how to create a product here.
- To add a global modifier to products in a category, click the checkbox next to the left of the product(s) > Add Global Modifier. Learn more about how to create modifiers here.
- To delete a product from a category, click the checkbox next to the left of the product(s) > Delete Product(s)
Reorder Category Products
Reorder Category Products
Reorder the list of products within a category on all ordering platforms from the Point of Sale using Edit Mode. Learn how to use Edit Mode here.
Add and Remove Category Tax Rates
Add and Remove Category Tax Rates
Adding a tax rate to a category will automatically apply the tax rate to all products in the category.Learn how to add and remove tax rates from a category here
Create Category Schedule
Create Category Schedule
Determine when a category is available for ordering on all enabled ordering platforms.If no schedule is set, the category will always be available during store hours.If a schedule is set, the category will only appear on enabled platforms during its scheduled time frames.On the Web Dashboard click Menu > Categories > View category
1
Add Schedule
Scroll down to the bottom of the category’s page > Add Schedule.
2
Add Daily Schedule
Create a new schedule for each day of the week as necessary.
Available Monday from 10:30AM - 1:30PM
Delete a Category
Delete a Category
On the Web Dashboard click Menu > Categories > View categoryClick Actions > Archive Items
Duplicate a Category
Duplicating a category will create duplicate products.How to Duplicate a Category
How to Duplicate a Category
1
View Category
On the Web Dashboard click Menu > Categories > View category
2
Duplicate
Click Action and select Duplicate CategoryThe duplicated category will appear as “Category Name — Duplicate” on your menu.